The Data & Recon Team Lead is responsible for overseeing all aspects of intelligence gathering, data analysis, and strategic decision-making. They must possess strong analytical skills, proficiency in technical tools, and excellent communication abilities. This role requires effective leadership, adaptability to changing environments, and a commitment to ethical conduct and data privacy. The ideal candidate will have deep domain knowledge, strong problem-solving skills, a collaborative mindset, and the ability to inspire and motivate teams.
Responsibilities:
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Delivers accurate, timely, and thorough responses to routine and non-standard inquiries in written and verbal interactions with internal and external parties.
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Identifies and seizes servicing opportunities for both self and the team.
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Manages the onboarding process for new hires, actively participating in their learning journey and providing feedback on skill development.
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Establishes and communicates standards to the team by regularly monitoring weekly department metrics that uphold department KPIs.
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Evaluates personnel regularly to ensure efficiency in their roles, including reviewing employee anti-patterns, goals, aspirations, strengths, and weaknesses, with input from the division lead.
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Collaborates with the division lead to identify and address performance improvement needs.
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Contributes to operational targets by participating in annual external calls under the guidance of the division lead.
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Coordinates team and department efforts using a data-driven approach to exceed KPIs.
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Engages with the Reconciliation Audit team on a monthly basis, implementing remediation and prevention strategies with oversight from the division lead or Reconciliation Audit Lead.
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Practices oversight and quality assurance by monitoring team emails and providing regular feedback to team members on a weekly basis.
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Ensures that the team performs daily metrics of timeliness and completeness, driving necessary improvements to mitigate risks or shortcomings.
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Fosters client success and employee development, seeking mentorship from the Division Lead as needed.
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Ensures quality service and operational performance align with client expectations and compliance standards.
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Participates in projects with upper management that align with company goals.
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Selects, develops, and evaluates projects annually to improve 1-2 strategic initiatives using Lean Six Sigma practices.
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Identifies opportunities for improvement within the department, communicates ideas with leadership, and actively works to implement change.
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Collaborates with Subject Matter Experts to enhance auto reconciliation processes for troubled or newly implemented accounts.
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Performs reconciliation for 2-3 of CW’s markets (Corporate, Insurance, Investment Management, Government).
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Recognizes asset managers/custodians as partners and promotes collaboration.
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Participates in cross-departmental projects to implement procedures for large/major clients, ensuring client success and compliance through standard operating models.
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Proactively seeks automation opportunities with Subject Matter Experts to enhance auto reconciliation processes for accounts handled by the team.
Required Skills:
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Proven ability to analyse information and anticipate outcomes to choose the best solutions.
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Ability to motivate and inspire team members, as well as provide them with the guidance and support they need to be successful.
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Ability to identify trends and opportunities, as well as to develop and implement strategies to achieve the team’s goals.
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Being able to identify trends, develop new ideas, and make recommendations that will benefit the company.
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Being able to develop and implement change management plans, as well as communicate and manage change with team members and other stakeholders.
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Being able to develop and implement risk mitigation strategies.
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Strong computer skills, including proficiency in Microsoft Office.
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Excellent attention to detail and strong documentation skills.
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Outstanding verbal and written communication skills.
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Strong organizational and interpersonal skills.
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Exceptional problem-solving abilities.
Education and Experience:
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Bachelor’s & master’s in finance or accounting.
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9+ years of relevant experience in leading a cross-functional and collaborative team.
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7+ years of relevant experience leading an operational team in a relevant industry- finance, accounting, or tech.